Financial ADVSR advisor directory · SEC adviser records
Private Advisor Group, LLC financial advisors in Williamsville, NY
Every SEC-registered investment adviser representative at a Private Advisor Group, LLC office in Williamsville, A to Z.
6 registered advisors work at Private Advisor Group, LLC in Williamsville, out of 899 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Private Advisor Group, LLC advisors in Williamsville, A to Z
Every Private Advisor Group, LLC advisor →- Sandra A. BarryAlso a broker rep
- Peter F. BrucatoCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Richard S. FinebergAlso a broker rep
- Patrick A. McMahonCertified Financial Planner · Also a broker rep
- Joel M. MorawskiCertified Financial Planner · Also a broker rep
- Douglas M. WashburnAlso a broker rep
Private Advisor Group, LLC advisors in every city and state →Private Advisor Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Private Advisor Group, LLC advisors in other cities
Morristown, NJ 471Bedminster, NJ 9Reston, VA 9Roseville, CA 8Albany, NY 7Houston, TX 7Mt. Laurel, NJ 7Allentown, PA 6Avon, CT 6Springfield, IL 6Center Valley, PA 5Charlottesville, VA 5Owensboro, KY 5Reno, NV 5Stroudsburg, PA 5
Other firms in Williamsville
All Williamsville advisors →Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13
Questions
How many financial advisors does Private Advisor Group, LLC have in Williamsville?
6 investment adviser representatives are registered at Private Advisor Group, LLC offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 899 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Private Advisor Group, LLC one of the largest advisor employers in Williamsville?
Private Advisor Group, LLC ranks number 18 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.
How do I check a Private Advisor Group, LLC advisor in Williamsville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Private Advisor Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.